All you need in a platform to manage and close your deals faster
Improving the M&A process at
- Who is this plan for?
For those looking to organize, manage, and create an accelerated due diligence process.
- Diligence RequestsEliminate inefficiencies such as duplicate requests, version control issues, and work silos. Diligence requests from every buyer can be accessed by the seller and completed on the platform.
- Separate buyer accessAdd buyers as a list in a room. Each buyer will have access to their request list. No more passing an Excel tracker back and forth.
- Pre-made diligence templatesUpload pre-made diligence templates into a room to automatically set up the room folder structure and request list.
- Granular PermissionsDetermine the file permissions for each involved party. Chose from view-only, download-only, download original, and edit.
- Built-in Data RoomStore and manage deal documents and files in parallel with completing diligence requests. All file types are supported.
Details
Pipeline
Deal origination management, ideal for 0-1 acquisitions/yr.
Starting at
$11,995
per year
- Who is this plan for?
For those that want to stay organized, on schedule, and informed at all times while simultaneously managing multiple deals
- Track & report on deals in one placeCustomize your deal dashboard and track targets through the deal funnel. We will help migrate your existing pipeline into DealRoom.
- Access project details with one clickAdd notes and action items for each project. Easily access complete deal information and review targets.
- Preview deals from a timeline viewAnalyze your deals with customizable visuals and compare them on a timeline view. Quickly see deal lengths, start dates, end dates, and more.
- Access and manage key member informationSearch for individual users from the member's section. View member information such as name, email, role, deals/rooms they are part of, and phone number.
- Real-Time BI ReportingBuild and share customizable report dashboards with detailed visuals and analytics. Our BI reporting is powered by Google Looker.
Details
Execution Suite
Complete M&A lifecycle management, ideal for 2+ acquisitions/yr.
- Who is this plan for?For those looking to manage their sizeable pipeline, execute deals, and manage integration post close
- Everything included in pipeline and sell-side, plus..
- Pipeline featuresAccess, track, and report on deals in one place. Stay organized, on schedule, and informed of user activity at all times while simultaneously managing multiple deals.
- Real-time BI reportingCreate customizable report dashboards with detailed visuals and analytics. Reports can easily be shared with leadership and external teams. Our BI reporting is powered by Google Looker.
- Execution Suite FeaturesCreate an effective M&A workflow for each deal’s lifecycle. Manage diligence, integration, documents, and your pipeline in one place.
- Customizable workflow templatesUtilize a library of 30+ plug-and-play customizable M&A workflow templates and checklists to minimize diligence timelines, accelerate integrations, and more.
- Premium SupportReach customer support whenever you need assistance with 24/7 concierge service coverage. Connect with us via phone, email or chat.
Details
HALO saved 50% of their time using DealRoom. Valuable time gained back was repurposed and spent looking at data rather than managing Excel trackers.
DealRoom acts as a single source of truth. With DealRoom, we get deals done quicker. As corporate development professionals know, the longer you stay in the diligence, the harder it is to close
DealRoom helps direct our time. The ability to go back and see how often people go into DealRoom, whether they are completing their tasks, pull those reports, etc. helps us know where to spend our time.
End-to-end M&A Features
All you need to enable collaboration across the transaction lifecycle and maximize value faster in every deal.
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Automated Real-time Reporting
Get real-time, holistic insight into the state of your team’s work and everything you need to take action—without leaving DealRoom.
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Multi-party Project Management
Save time and reduce stakeholder errors. Get access to centralized information in real-time, streamline workflow processes, and make informed decisions.
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Diligence-Integration Management
Enable integration planning at the start of diligence. Align teams on objectives and key results, and realize all value opportunities.
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Execution Suite
Complete M&A lifecycle management, ideal for 2+ acquisitions/yr.
Professional
Manage the whole M&A lifecycle on a single, secure platform, all the way from origination through integration. Everything included in Pipeline Plan+ Deal Management + BI Reporting
Suggested for frequent acquirers (1-5 deals/yr)
Custom Pricing
billed
monthly
monthly
Enterprise
For large teams that simply require more. Get everything included in Professional + More Storage + SSO + Integrations
Suggested for large teams or serial acquirers (5+ deals/yr)
Custom Pricing
billed
monthly
monthly
billed
monthly
monthly
Talk to sales at
+1 (312) 344-3442Professional
Enterprise
10 rooms
Unlimited
1
2
Unlimited
Unlimited
20GB
50GB - 10TB
1 included
3 included
Pipeline Features
Deal tracking, project details, timeline views, and member information
Manage Pipeline
Manage Contacts
Bulk Message Groups
Pipeline Reporting Charts
3
Unlimited
Share Pipeline Views
Outlook/Gmail Integration
Execution Features
Diligence, pipeline, integration, and document management
Library of 25+ Diligence/Integration Templates
Diligence and Integration Workstream Management
Switch from Diligence to Integration at anytime
Auto Index and link Files to Requests upon Upload
Custom fields
Task management designed for M&A
Integration planning
Automated Task Reminders
Virtual Cross-functional Teams
Map diligence data to Integration tasks
Diligence Risk and Findings Reporting
Integration Progress Reporting
Easy Import/Export
Synergy Tracking
OKR Tracking
Custom configurations
Project Management
Diligence task creation, premade room templates, progress tracking, and in-platform communication
Drag and drop document collection
Request lists imported directly from Excel
Risk and progress tracking
Private and group comments
Task dependencies
Start dates
Diligence to post-merger integration workflow
Live-link documents
Export requests with comments and indexes
Reverse request lookup
Recall previous responses
Security
Customizable file, request, room, and permissions
Meets public company security standards
Granular Multi-party Security Management
Automated watermarking documents
Full Audit trail and activity analytics
Private Cloud
White Label
SSO
API
Support
Contact support via phone, chat, or email, as well as onboarding support
24/7 Concierge service
Dedicated Success Manager
Executive-level support (5 hours)
Onboarding Package
Application Security
Data security: unauthorized access, data theft, and loss prevention
Strict single-user ID and password protocol
Two-factor authentication
Encrypts and protects data when in transit and at rest
User provisioning and deprovisioning
Dynamic and static watermarking
Data siloing in private cloud servers
Elimination of insecure email communications with sensitive docs
Infrastructure Security
Data, systems, and resources protection
256-bit AES encryption
Strategically separated and geographically remote data centers
Disaster recovery with repeated failover capabilities and data center recovery testing
DealRoom personnel are screened and bound by strict confidentiality agreements
Data Center Certifications
Enterprise-grade security
SOC 1/SSAE 16/ISAE 3402 (formerly SAS 70)
SOC 2 Type II (formerly SAS 70 Type II)
FISMA, DIACAP, and FedRAMP
HIPPA/ITAR
DOD CSM Levels 1-5
PCI DSS Level 1
ISO 9001 / ISO 27001
FIPS 140-2
MTCS Level 3
Single Project
Deal origination management, ideal for 0-1 acquisitions/yr.
Billed monthly
Billed annually
-20%
Professional
Unlimited users and 5 GB of data
$
1,495
billed
monthly
monthly
/ month billed monthly
$
1,295
billed
monthly
monthly
/ month billed annually
Professional Plus
Unlimited users, 20 GB of data, & dedicated customer success manager
$
2,995
billed
monthly
monthly
/ month billed monthly
$
2,495
billed
monthly
monthly
/ month billed annually
Enterprise
Unlimited users, 250 GB of data, & dedicated customer success manager
$
5,995
billed
monthly
monthly
/ month billed monthly
$
4,995
billed
monthly
monthly
/ month billed annually
Professional
Professional Plus
Enterprise
1
1
1
Unlimited
Unlimited
Unlimited
5GB
20GB
250GB
Project Management
Create / complete diligence tasks, assign users, set dates, communicate with team members, and attach files
Drag and drop document collection
Request lists imported directly from Excel
Risk and progress tracking
Private and group comments
Task dependencies
Start dates
Diligence to post-merger integration workflow
Live-link documents
Export requests with comments and indexes
Reverse request lookup
Recall previous responses
Data Room
Securely store and organize all file types
Drag and drop capability
Auto indexing
Watermarking
Recent uploads file list
Individual document page bookmarking
Bulk document downloads
File revision control & updating
Protected document archiving and deletion
User management tools
Predictive search
Custom permission groups
Audit trail
Auto Index and link Files to Requests upon Upload
- No more copy and pasting index numbers
Task management designed for M&A
- Commenting
- Status
- Priority Flag
- Assign
- Due Dates
- Review
Easy Import/Export
- We don’t hold your data hostage
- Easy to import data or add new templates
Application Security
Data security: unauthorized access, data theft, and loss prevention
Strict single-user ID and password protocol
Two-factor authentication
Encrypts and protects data when in transit and at rest
User provisioning and deprovisioning
Dynamic and static watermarking
Data siloing in private cloud servers
Elimination of insecure email communications with sensitive docs
Infrastructure Security
Data, systems, and resources protection
256-bit AES encryption
Strategically separated and geographically remote data centers
Disaster recovery with repeated failover capabilities and data center recovery testing
DealRoom personnel are screened and bound by strict confidentiality agreements
Data Center Certifications
Enterprise-grade security
SOC 1/SSAE 16/ISAE 3402 (formerly SAS 70)
SOC 2 Type II (formerly SAS 70 Type II)
FISMA, DIACAP, and FedRAMP
HIPPA/ITAR
DOD CSM Levels 1-5
PCI DSS Level 1
ISO 9001 / ISO 27001
FIPS 140-2
MTCS Level 3
$150/GB
$250 each
Pipeline
Manage your exclusive or competitive sell processes.
Pipeline Professional
A single platform to manage your pipeline, track target company data, build BI reporting, and share data analytics.
Billed annually. Switch the Billing cycle to Annual to view Enterprise pricing.
$
11,995
billed
monthly
monthly
billed annually
Professional
Enterprise
Unlimited
Unlimited
1GB
Easy Import/Export
- We don’t hold your data hostage
- Easy to import data or add new templates
Application Security
Data security: unauthorized access, data theft, and loss prevention
Strict single-user ID and password protocol
Two-factor authentication
Encrypts and protects data when in transit and at rest
User provisioning and deprovisioning
Dynamic and static watermarking
Data siloing in private cloud servers
Elimination of insecure email communications with sensitive docs
Infrastructure Security
Data, systems, and resources protection
256-bit AES encryption
Strategically separated and geographically remote data centers
Disaster recovery with repeated failover capabilities and data center recovery testing
DealRoom personnel are screened and bound by strict confidentiality agreements
Data Center Certifications
Enterprise-grade security
SOC 1/SSAE 16/ISAE 3402 (formerly SAS 70)
SOC 2 Type II (formerly SAS 70 Type II)
FISMA, DIACAP, and FedRAMP
HIPPA/ITAR
DOD CSM Levels 1-5
PCI DSS Level 1
ISO 9001 / ISO 27001
FIPS 140-2
MTCS Level 3
Customer Stories
Customer success on DealRoom
DealRoom revolutionizes deal-making processes. See how our customers streamline workflows, increase efficiency, improve communication, and close deals faster.
Sell-side
Sellers use DealRoom to organize and share confidential information, streamline multi-party diligence, and proactively communicate with buyers.
The M&A process is enhanced through project management features and top-tier security, resulting in reduced costs for clients and faster closing times.
The M&A process is enhanced through project management features and top-tier security, resulting in reduced costs for clients and faster closing times.
Duff & Phelps
Peanut Butter
Pipeline
DealRoom enables lean M&A teams to track, consolidate, and manage all M&A target opportunities from sourcing through integration.
With the platform, teams gain improved organization and visibility, resulting in better decision making, increased deal flow, and higher deal success rates.
With the platform, teams gain improved organization and visibility, resulting in better decision making, increased deal flow, and higher deal success rates.
Execution Suite
Corporations utilize DealRoom to achieve improved efficiencies, quicker diligence, more business continuity, faster synergy realization, and increased revenue.
A one-stop-shop solution for M&A teams to manage the entire deal lifecycle, from deal sourcing to post-merger integration
A one-stop-shop solution for M&A teams to manage the entire deal lifecycle, from deal sourcing to post-merger integration
What ROI do DealRoom customers get?
Achieve unparalleled dealmaking success with DealRoom - join the ranks of the world's top M&A transactions powered by our end-to-end tools and trusted software.
Minimize diligence time
Complete diligence up to 40% faster. Diligence request communication, tracking, and completion call all be done on one platform.
Enhanced people experience
Communicate with internal and external teams. Each user can only access and see what is applicable to them.
Accelerate integration schedules
Build your post close road map in parallel with due diligence. Simultaneously track the progress and history of different integration workstreams with visuals and graphs.
Improved pipeline visibility
Gain big picture visibility with pipeline management. Preview deals from a timeline view to see how they compare including deal lengths, start dates, and end dates.
How we transform the M&A process in numbers
11000+
M&A Deals Transformed
124% boost
In time efficiency to close a deal
50% faster
Due diligence
6+ months
In savings on integration
Frequently asked questions
Can't find the answer here? Contact support
Do you have volume discounts?
We offer volume discounts on a case-by-case basis. Please contact one of our sales reps to learn more: sales@dealroom.net
Do you offer free trials?
Yes. We offer the service free of charge for 14 days to assess its suitability after setting up a call with our sales team.
What are the benefits of flat rate DealRoom pricing over per-page pricing?
Flat-rate plans include data storage according to a chosen plan with no hidden fees or additional costs. Learn more
Does DealRoom integrate with other software?
Yes. If requested, we can integrate with other Software such as Slack, Salesforce, Marketo, etc. Please contact a sales rep to learn more: sales@dealroom.net
Get started today
Guiding the trajectory of your enterprise is a monumental obligation. Nonetheless, it doesn't have to be an insurmountable challenge.
Our half-century of expertise in M&A makes us the ideal partner, whether you're engaged in sales, acquisitions, seeking funding, or streamlining operations.
Request a demo
See it in action!
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24/7 online support
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